Thomas McLean is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Altruist Wealth Management in Charlotte, NC and the surrounding communities.
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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Well the fiscal cliff, much like the Mayan calendar, and much like Y2K, was just another non-event. A lot of buzz with even a lot more fizzle....
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I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...
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We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
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Last Updated: June 20, 2011 "When one door...
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Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
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With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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